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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,749 | $157,276-76.0% | $141,177-73.3% | $152,885-75.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 9.35% | 64.33%-55.0pp | 71.40%-62.0pp | 345.39%-336.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,845 | $7,110-3.7% | $6,710+2.0% | $5,851+17.0% |
| Admin fee / account holder | $235 | $12,123-98.1% | $10,263-97.7% | $11,598-98.0% |